SPDR SERIES TRUST

Ticker: BWX CUSIP: 78464A516 Class: BLOOMBERG INTL T

Summit Financial, LLC's Holding History (CIK: 0001765536)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,096 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 11,691 Value ($000) $269 Avg Close — Range —
Q2 2025
Shares 8,563 Value ($000) $201 Avg Close — Range —